Institute For Wealth Management, Llc. American Electric Power CO Inc Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in American Electric Power CO Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,314 shares of AEP stock, worth $523,288. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,314

Previous 4,415 2.29%

Holding current value

$523,288

Previous $458,000 5.9%

% of portfolio

0.05%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$103.26 - $115.0 $10,429 - $11,615	-101 Reduced 2.29%	4,314 $485,000
Q2 2025 Jul 18, 2025	BUY	$98.59 - $109.11 $6,901 - $7,637	70 Added 1.61%	4,415 $458,000
Q1 2025 Apr 21, 2025	SELL	$90.32 - $109.27 $4,967 - $6,009	-55 Reduced 1.25%	4,345 $474,000
Q4 2024 Jan 23, 2025	SELL	$90.91 - $102.21 $24,000 - $26,983	-264 Reduced 5.66%	4,400 $405,000
Q3 2024 Nov 12, 2024	SELL	$87.11 - $104.95 $2,874 - $3,463	-33 Reduced 0.7%	4,664 $478,000
Q2 2024 Jul 25, 2024	SELL	$79.51 - $92.67 $954 - $1,112	-12 Reduced 0.25%	4,697 $412,000
Q1 2024 Apr 30, 2024	BUY	$75.94 - $86.1 $12,530 - $14,206	165 Added 3.63%	4,709 $405,000
Q4 2023 Jan 31, 2024	SELL	$71.33 - $83.57 $4,351 - $5,097	-61 Reduced 1.32%	4,544 $369,000
Q3 2023 Oct 13, 2023	SELL	$74.67 - $87.93 $5,002 - $5,891	-67 Reduced 1.43%	4,605 $346,000
Q2 2023 Jul 25, 2023	SELL	$81.62 - $94.89 $8,406 - $9,773	-103 Reduced 2.16%	4,672 $393,000
Q1 2023 Apr 20, 2023	SELL	$85.41 - $97.95 $4,697 - $5,387	-55 Reduced 1.14%	4,775 $434,000
Q4 2022 Feb 02, 2023	SELL	$82.99 - $98.62 $8,050 - $9,566	-97 Reduced 1.97%	4,830 $458,000
Q3 2022 Oct 18, 2022	BUY	$55.46 - $105.18 $5,546 - $10,518	100 Added 2.07%	4,927 $426,000
Q4 2021 Jan 21, 2022	SELL	$80.28 - $88.97 $19,026 - $21,085	-237 Reduced 4.68%	4,827 $429,000
Q3 2021 Nov 15, 2021	SELL	$81.18 - $91.08 $2,191 - $2,459	-27 Reduced 0.53%	5,064 $411,000
Q2 2021 Jul 21, 2021	SELL	$82.35 - $90.14 $4,529 - $4,957	-55 Reduced 1.07%	5,091 $431,000
Q1 2021 May 04, 2021	SELL	$74.85 - $85.84 $19,461 - $22,318	-260 Reduced 4.81%	5,146 $436,000
Q4 2020 Feb 01, 2021	SELL	$80.71 - $93.59 $92,574 - $107,347	-1,147 Reduced 17.5%	5,406 $450,000
Q3 2020 Nov 03, 2020	SELL	$77.82 - $89.28 $53,695 - $61,603	-690 Reduced 9.53%	6,553 $536,000
Q2 2020 Jul 30, 2020	BUY	$72.5 - $87.91 $4,495 - $5,450	62 Added 0.86%	7,243 $577,000
Q1 2020 Apr 29, 2020	BUY	$70.0 - $104.33 $20,510 - $30,568	293 Added 4.25%	7,181 $574,000
Q4 2019 Feb 27, 2020	BUY	$88.5 - $95.72 $551,974 - $597,005	6,237 Added 958.06%	6,888 $651,000
Q4 2019 Jan 27, 2020	BUY	$88.5 - $95.72 $57,613 - $62,313	651 New	651 $651,000

Others Institutions Holding AEP

# of Institutions

1,969

Shares Held

449M

Call Options Held

4.26M

Put Options Held

1.36M

View Full List

About AMERICAN ELECTRIC POWER CO INC

Ticker AEP
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 513,864,000
Market Cap $62.3B
Description
American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Gen...

More about AEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. American Electric Power CO Inc Transaction History